Category: Case Studies

Minnesota Agent uses BASIC Guru to increase Voluntary Benefit Sales

EMEX-Benefits-Systems-Brings-Voluntary-Benefits-to-the-WorkplaceWhen you hear of someone—in this case a benefits broker—using technology to facilitate face-to-face interactions, its sounds completely counter intuitive. But when Dave Wiest, CEO and founder of EMEX Benefit Systems describes how he uses an online benefits enrollment, management and communications platform—BASIC Guru—for just that purpose, it not only makes sense, it makes for a compelling business case....

Sterling Benefits Streamlines Administration, Compliance and Communications with BASIC GURU

Case-Study-Sterling-Benefits_10-22Christina Fortney is a self-described tech and insurance geek. She comes by the title honestly, as she’s not only a licensed Insurance Broker, but also has degrees in Information Technology (Computer Operations, Networking, Programming, and Electronic Health Records System Engineering).  For the past eight years, Christina has had a dual role with Sterling Benefits, LLC, a Virginia-based benefits agency, managing the office technology and assisting clients — from sole proprietors to professional groups numbering over 500 employees — with all of their employee and executive benefit needs. When she started with Sterling Benefits, internal office processes were mostly paper-based; she steadily integrated tools to improve these processes, while incrementally moving the company — and their clients — online....

IAEB Technology Solution!

IAEB-Case-StudyWhile Mark Viehmann, President of Insurance Associates Employee Benefits, Inc. (IAEB) considers himself a rules guy, there are few people who can make a conversation about insurance and rules as colorful and engaging.  “There are two kinds of insurance people,” he insists,” rules people and sales people. If you can roll up a sales guy with a rules guy, you've got dynamite.”It turns out that Viehmann has lots of material to work with, as IAEB dates back to 1926. Over the years it’s undergone several ownership changes and as of this writing has grown to include 5 locations, the newest in LaGrange, KY. IAEB specializes in retirement and employee benefit plan designs, benefit administration and employee...

Michigan Agent has a Competitive Edge

Case-Study-Stacks-AssocStacks & Associates, a healthcare finance management company serving small- and mid-sized businesses, is a model for agents and brokers looking to remain competitive in a changing market rife with uncertainty. Much of this has to do with confusion around the regulatory environment introduced by the PPACA. Agents and brokers who previously relied on providing a menu of offerings will now find themselves needing to provide companies—many with a one person HR staff—with expertise and guidance on remaining compliant with new provisions in the PPACA, as well as day-to-day support on benefits...